Munson Retirement Plan — Form 5500 plan (Munson Healthcare)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Munson Retirement Plan is a benefit plan reported by Munson Healthcare under EIN 38-2640544 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,644 participants and $364,560,734 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Munson Healthcare
- EIN
- 38-2640544
- Plan number
- 002
- Plan type
- 2
- Location
- Traverse City, MI
- Latest filing year
- 2023
- Participants
- 2,644
- End-of-year plan assets
- $364,560,734
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,644 | H, C | 20241015145619NAL0014895027001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $364,560,734
- Total liabilities (EOY)
- $860,995
- Net assets (EOY)
- $363,699,739
- Net assets (BOY)
- $329,241,019
Income & contributions
- Employer contributions
- $2,500,000
- Total contributions
- $2,500,000
- Total income / additions
- $54,501,280
Expenses & distributions
- Benefits paid
- $16,263,773
- Administrative expenses
- $3,778,787
- Total expenses
- $20,042,560
- Net increase / (decrease)
- $34,458,720
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Eagle Capital Management LLC | NONE | $276,509 | $0 | 2023 |
| Macquarie Investment Management | NONE | $238,943 | $0 | 2023 |
| William Blair Invt Mgt, LLC | NONE | $152,307 | $0 | 2023 |
| Df Dent & Co. | NONE | $142,541 | $0 | 2023 |
| Transamerica Retirement Solutions | NONE | $142,258 | not reported in the loaded dataset | 2023 |
| Jp Morgan Investment Mgt Inc | NONE | $124,410 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management, Llp | NONE | $110,325 | $0 | 2023 |
| Hardman Johnston Global Advisors | NONE | $87,293 | $0 | 2023 |
| Cohen & Steers Capital Mgt, Inc | NONE | $82,795 | $0 | 2023 |
| Pnc Bank, N.A. | TRUSTEE | $77,446 | $0 | 2023 |
| Aileron Ltd | NONE | $37,920 | not reported in the loaded dataset | 2023 |
| Plante Moran,LLC | NONE | $16,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Munson Healthcare
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Traverse City, MI
- Eagle Capital Management LLC — Schedule C compensation
- Macquarie Investment Management — Schedule C compensation
- William Blair Invt Mgt, LLC — Schedule C compensation
- Df Dent & Co. — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Jp Morgan Investment Mgt Inc — Schedule C compensation
- Wedge Capital Management, Llp — Schedule C compensation
- Hardman Johnston Global Advisors — Schedule C compensation
- Cohen & Steers Capital Mgt, Inc — Schedule C compensation
- Pnc Bank, N.A. — Schedule C compensation
- Aileron Ltd — Schedule C compensation
- Plante Moran,LLC — Schedule C compensation